RIAs in Iowa

134 RIAs headquartered in Iowa managing a combined $957B.

By city

All RIAs in Iowa

RETIRERIGHT CONSULTING GROUP

RIA

WEST DES MOINES, IA

AUM $561MTEAM 5REPS 5

DYNAMIC FINANCIAL GROUP

RIA

CEDAR FALLS, IA

AUM $540MTEAM 3REPS 3

WEALTH ADVISORS OF IOWA, LLC

RIA

WEST DES MOINES, IA

AUM $539MTEAM 12REPS 10

MATHESON & ROCK WEALTH MANAGEMENT, LLC

RIA

DAVENPORT, IA

AUM $530MTEAM 3REPS 5

INDEPENDENT WEALTH NETWORK, INC.

RIA

URBANDALE, IA

AUM $518MTEAM 37REPS 32

WEALTHSPAN PARTNERS, LLC

RIA

DAVENPORT, IA

AUM $451MTEAM 6REPS 5

NIKULSKI FINANCIAL, INC.

RIA

BETTENDORF, IA

AUM $449MTEAM 10REPS 7

LEGACY BRIDGE PRIVATE FAMILY OFFICES

RIA

WEST DES MOINES, IA

AUM $426MTEAM 8REPS 4

QUAD-CITIES INVESTMENT GROUP, LLC

RIA

DAVENPORT, IA

AUM $426MTEAM 8REPS 8

VALIANT WEALTH, LLC

RIA

WEST DES MOINES, IA

AUM $423MTEAM 12REPS 3

MOKOSAK ADVISORY GROUP, LLC

RIA

URBANDALE, IA

AUM $414MTEAM 4REPS 4

FRIDAY FINANCIAL

RIA

DUBUQUE, IA

AUM $409MTEAM 9REPS 7

COMPASS FINANCIAL SERVICES

RIA

WEST DES MOINES, IA

AUM $407MTEAM 12REPS 8

MIDWEST HERITAGE FINANCIAL ADVISORS

RIA

WEST DES MOINES, IA

AUM $399MTEAM 6REPS 4

AEGON REAL ASSETS US

RIA

CEDAR RAPIDS, IA

AUM $394MTEAM 178REPS 4

PECAUT WEALTH MANAGEMENT

RIA

SIOUX CITY, IA

AUM $382MTEAM 6REPS 3

BOYLE CAPITAL

RIA

WEST DES MOINES, IA

AUM $342MTEAM 5REPS 4

BALLAST CAPITAL ADVISORS, LLC

RIA

WEST DES MOINES, IA

AUM $329MTEAM 7REPS 4

PETERSON FINANCIAL GROUP, INC.

RIA

DES MOINES, IA

AUM $299MTEAM 11REPS 4

VIVID WEALTH MANAGEMENT, LLC

RIA

WEST DES MOINES, IA

AUM $291MTEAM 3REPS 3

KANE COMPANY WEALTH MANAGEMENT, INC.

RIA

JOHNSTON, IA

AUM $285MTEAM 5REPS 3

PALADIN WEALTH PARTNERS

RIA

CLIVE, IA

AUM $280MTEAM 3REPS 3

WEALTH ADVISORS GROUP, LLC

RIA

CORALVILLE, IA

AUM $278MTEAM 2REPS 2

BEACON CAPITAL, LLC

RIA

CEDAR RAPIDS, IA

AUM $278MTEAM 5REPS 5

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